Lauren Liebes
Session Title: Tax Policy and Planning Update: Preparing Your High Net Worth Clients for the Uncertainty Ahead
Overview:
Over the last several years, our concerns and conversations around tax planning have steadily evolved in response to policy changes and economic conditions. After a brief period of calm and relative stability in the planning world, the new administration and impending sunset of the TCJA are bringing with them a renewed period of uncertainty and necessary wariness. HNW investors especially are focused on the effect future changes in tax legislation and the economic climate may have on their own tax and planning situations. During our session, Lauren will provide an of-the-moment policy update, as well as the top tax and planning considerations for HNW investors that respond to their real-time concerns and capitalize on the current state. Lauren will address the outlook for tax legislation in the coming years, as well as the creative income and estate planning strategies that leverage our current economic environment and provide flexibility in a time of political and legislative uncertainty.
About Lauren
Lauren C. Liebes is a wealth strategist at Capital Group. She has 17 years of industry experience and joined Capital Group in 2025. Prior to joining Capital, Lauren worked as a wealth planner at Citi Private Bank. Before that, she worked as an attorney with the Tax and Estate Planning Practice Group at Sheppard Mullin Richter & Hampton LLP. She received an LLM in taxation and certificate in estate planning from Georgetown University Law Center, a juris doctor from Southwestern Law School and a bachelor's degree from Boston University. Lauren is based in Washington, D.C.
Armand Leaks, Regional Vice President, RIA Relationship Manager, Capital Group
Armand Leaks is an RIA relationship manager at Capital Group, home of American Funds, covering RIAs and bank trusts. He has 10 years of industry experience and joined Capital Group in 2024. Prior to joining Capital, Armand worked as an RIA sales executive at Vanguard. Before that, he was a regional investment consultant at T. Rowe Price. He holds a bachelor's degree in accounting from Bloomsburg University of Pennsylvania. Armand is based in Washington, D.C.